Only an Institution Admin can update the Fund access permissions for a Management Team member.
- Navigate to Funds Summary > Fund > Settings tab > Permissions and Access table and click on one of the options – Full Discretion, View Only, or Not Assigned – next to the user whose access permissions you would like to change (see outlined in red in the screenshot below).
- Provide account password in the confirmation dialog that appears to confirm the intention to change the access permissions.
Permissions and access explained
Full Discretion
Per Fund only.
A Manager who has received Full Discretion rights is able to:
- View Fund information (the Fund appears in the list of Funds)
- Edit Fund Profile
- Invest and trade on behalf of the Fund
View Only
Per Fund only.
A Manager who has received View Only rights is able to view the Fund information (the Fund appears in the list of Funds).
Fund(s) must be approved by Compliance for the Institutional Investor to be able to invest.
